Marcum Wealth’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,105
Closed -$279K 381
2021
Q4
$279K Sell
1,105
-88
-7% -$22.2K 0.04% 272
2021
Q3
$271K Buy
1,193
+72
+6% +$16.4K 0.04% 257
2021
Q2
$284K Buy
+1,121
New +$284K 0.05% 226